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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $195,351 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Shareholder servicing fees; Securitie... | $121,371 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $61,432 |
Filed as: J.P. MORGAN SECURITIES Service code 71 · EIN 13-3200244 | Brokerage Fees | $19,194 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 99 40 E 52ND ST · NEW YORK, NY 10022 | Other Fees | $6,233 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,830 | $88,874+174.4% | $123,553+97.3% | $75,289+223.9% |
| Participation rate | 87.0% | 75.9%+11.1pp | 82.3%+4.7pp | 72.4%+14.5pp |
| Annual return | -4.53% | 4.22%-8.8pp | 119.21%-123.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $5,819 | $3,256+78.7% | $4,628+25.7% | $2,405+142.0% |
| Participant deferral / active EE | $11,084 | $6,174+79.5% | $6,426+72.5% | $3,739+196.5% |
| Admin fee / account holder | $77 | $95-18.1% | $9,284-99.2% | $102-24.3% |